Michael Helveston (CFP®, CRPC®)
Michael Helveston focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
At Whitford Financial Planning, we specialize in retirement, taxes, and inheritance planning.
Our comprehensive services are designed to coordinate your investments, tax strategies, retirement income needs, insurance, and estate planning goals. From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest.
Through regular meetings and communications we keep your plan on track by adjusting to economic conditions, tax law changes, and updates to your personal situation. With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes.
Visit our website to learn more! There you can schedule a call to discuss your financial goals and determine if our services are a good fit.
Additional Information
Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He learned the importance of planning ahead and giving back by observing his parents manage their household finances. Mike wanted to become an advisor so he could help people make informed financial decisions and to make the most of what they have been given.
He started his career with Vanguard in a mutual fund accounting role but quickly realized he wanted to work directly with clients. While at Vanguard he completed the Certified Financial Planner(TM) coursework and first became an advisor. Mike then transitioned to Rodgers & Associates where he was able to provide more in-depth tax and retirement planning services and helped to build and manage a team of advisors.
Mike has contributed articles to Forbes, Kiplinger and the Wall Street Journal. He lives in Downingtown, PA with his wife and three children. Mike has served the community as a volunteer mortgage counselor with Tabor and a classroom volunteer with Junior Achievement. When he is not helping clients, he enjoys running, playing sports and games with his family, working outside, and listening to music.
NAPFA Start Date
February 21, 2007
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